ImpactAdvisor

We have a dual mandate on Margin of Safety for our clients. In today's U.S. News quote, by "margin of safety" we mean: how favorable the outlook on resale-value is, relative to: 1. The price you paid 2. The income you get 3. Downside risk... https://money.usnews.com//8-best-municipal-bond-funds-to-b #investing #risk #wealthmanagement #retirement #bonds

Taxes: Optimize 2018 before it's too late! https://MarginalTaxes.com.com

ImpactAdvisor in U.S. News -- How A.I. Will Change Investing: "Human advisors have a good sense of the value of their client's time and when to make the call," says Jason R. Escamilla, CEO and chief investment officer at ImpactAdvisor in San Francisco. "When tax reform passed last year, days before the year's end, we were able to save our clients thousands of dollars each with tax-smart, last-minute action items. There was no iPhone app making those phone calls." ------------...-------------------------------- NOTE: ImpactAdvisor also has a 100% digital offering with state of the art software, but the bulk of our current client base opted into our full-service (human+software) offering due to their need for more dynamic or advanced wealth management & retirement planning services and/or high marginal tax rates in California: High-Performance Wealth Management, powered by Impact Labs https://money.usnews.com//201/how-ai-will-change-investing #investments #financialplanning #wealthmanagement #retirementplanning #investing #taxreform #tax #artificialintelligence

ImpactAdvisor in Advisor News today on Tax Reform! There was no iPhone app making those calls. -------------------------------------------- Just being on the scene and being able to respond immediately to market events gives human advisors a leg up on their digital rivals.... Jason R. Escamilla, CEO and chief investment officer at ImpactAdvisor LLC, in San Francisco says the most recent tax changes demonstrated the edge humans have over technology in finance. When tax reform passed last year, days before year-end, we were able to save our clients thousands of dollars, each, with tax-smart last-minute action items, he said. There was no iPhone app making those calls. -------------------------------------------- https://advisornews.com//road-block-robo-advisors-cant-fin NOTE: at ImpactAdvisor we have a 100% digital offering (on Schwab's platform) but, to the point of this article, the bulk of our current client base opted into our full-service offering due to their high marginal tax rates and/or a need for more dynamic or advanced wealth management & retirement planning services: High-Performance Wealth Management, powered by Impact Labs

Tax Reform is Monumental If you are waiting for other homebuyers to put down their guns, you could be waiting a long time -- especially in the San Francisco Bay Area. https://www.linkedin.com//nasdaq-homebuying-sf-bay-area-/... #realestate #taxreform #NASDAQ #investing

Released today! New capabilities & new look for our first-of-a-kind software: we offer an unprecedented level of choice in your portfolio. Now with factor-tilt and smart beta capabilities http://www.prnewswire.com//impactadvisor-expands-algorithm

If there is one chart to think about right now, to help cut through the noise of political and economic uncertainty, this is it -- especially if you do NOT have your long-term financial plan in place.

Important societal and environmental issues can be heavily influenced by the private sector. And private investors are answering the call! Sustainable, responsible and impact (SRI) investing assets approach $9 trillion or one in five $ under professional management in the U.S. -today's http://USSIF.org's biennial report Asset managers now consider environmental, social or corporate governance (ESG) criteria across $8+ trillion in assets, up 69% from $4.8 trillion in 2014.... Top issues: conflict risk & climate change: http://www.ussif.org///Money%20manager%20V1%20in%20PDF.pdf

Here's a great article on the Olympics and its place in history, promoting social progress. "And make no mistake the ability to be in and be seen in public spaces is a fundamental civil liberty. To have access to public spaces is a critical human right" http://m.huffpost.com/us/entry/57b74b01e4b007f181980c23